Net Interest

Net Interest

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Inside the Affordability Crisis
The Mortgage Infrastructure Underpinning American Housing
Nov 21 • 
Marc Rubinstein
Bubble Trouble 2
GPUs: The Newest Asset Class
Nov 14 • 
Marc Rubinstein
Window on America
Inside Bank of America’s investor day – and what it says about the US economy
Nov 7 • 
Marc Rubinstein

October 2025

Bubble Trouble
AI, Capex and the Anatomy of a Bubble
Oct 31 • 
Marc Rubinstein
October Throwbacks
When Shadow Banking Meets Systemic Risk: Lessons from 1907
Oct 24 • 
Marc Rubinstein
Jefferies Jeopardy
The Quest to Become the Fifth Biggest Bank on Wall Street
Oct 17 • 
Marc Rubinstein
Community First
America loves its small banks. But in an age of technological change, can they survive?
Oct 10 • 
Marc Rubinstein
Community First
America loves its small banks. But in an age of technological change, can they survive?
Oct 10 • 
Marc Rubinstein
The Evolution of a RoboAdvisor
Wealthfront and the Venture Capital Mindset
Oct 3 • 
Marc Rubinstein

September 2025

Ready Layer One
The Race to Build Finance-First Blockchain Infrastructure
Sep 26 • 
Marc Rubinstein
🎙️ From TradFi to Blockchains: An Interview with John Andrews
Net Interest Extra ep 15
Sep 22 • 
Marc Rubinstein
56:38
Class of '25
The Latest Wave of Fintech IPOs
Sep 19 • 
Marc Rubinstein
© 2025 Marc Rubinstein
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